Do everything in one place
Customize your Sign Request and Zoho Invoice integration with the following
triggers and actions.
Triggers
When this happens…
Zoho Invoice
- New estimateNew estimate in Zoho Invoice
- New invoiceNew invoice in Zoho Invoice
Any other trigger you can think up
Actions
Do this…
Sign Request
- Custom actionCustom action in (Custom)
- Create documentCreate document in SignRequest
- Get document details by UUIDGet Document in SignRequest
- Get template details by UUIDGet Template in SignRequest
- Search documentsSearch documents in SignRequest
- Search templatesSearch templates in SignRequest
Any other action you can think up
Zoho Invoice
- Custom actionCustom action in Zoho Invoice (Custom)
- Create estimateCreate estimate in Zoho Invoice
- Create invoiceCreate invoice in Zoho Invoice
- Search items BatchSearch items in Zoho Invoice
Any other action you can think up
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